SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

679 hedge funds and large institutions have $4.16B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 183 increasing their positions, 291 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-6
Holders Change %
-0.88%
% of All Funds
9.88%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
49
Increased
183
Reduced
291
Closed
45
Calls
$1.16M
Puts
$494K
Net Calls
+$662K
Net Calls Change
-$2.15M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
$304M
2
LLWM
Life Line Wealth Management
California
$24.6M
3
Goldman Sachs
Goldman Sachs
New York
$27M
4
GS
GTS Securities
New York
$19.7M
5
FF
Fluent Financial
Texas
$8.35M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
$0
2
Morgan Stanley
Morgan Stanley
New York
$605M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$20.4M
4
Bank of America
Bank of America
North Carolina
$476M
5
GAA
Global Assets Advisory
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
701
Balyasny Asset Management
Illinois
– -$315K -4,781 Closed
USCWA
702
U.S. Capital Wealth Advisors
Texas
– -$310K -4,703 Closed
IIA
703
Integral Investment Advisors
California
– -$295K -4,500 Closed
ARC
704
Advisor Resource Council
Texas
– -$278K -4,413 Closed
EC
705
Estate Counselors
Wisconsin
– -$257K -3,900 Closed
FFB
706
First Financial Bankshares
Texas
– -$242K -3,667 Closed
PIAS
707
PCA Investment Advisory Services
Ohio
– -$239K -3,622 Closed
PCIA
708
Prime Capital Investment Advisors
Kansas
– -$232K -3,521 Closed
D
709
Diversified
Delaware
– -$230K -3,485 Closed
SWA
710
Stratos Wealth Advisors
Ohio
– -$220K -3,337 Closed
SLC
711
Second Line Capital
Louisiana
– -$209K -3,173 Closed
WAM
712
WealthTrust Asset Management
Florida
– -$208K -3,154 Closed
AWA
713
Alta Wealth Advisors
Massachusetts
– -$206K -3,129 Closed
4WM
714
49 Wealth Management
Texas
– -$204K -3,123 Closed
WH
715
Whitcomb & Hess
Ohio
– -$206K -3,120 Closed
MAWCM
716
Mine & Arao Wealth Creation & Management
California
– -$128K -1,948 Closed
IPW
717
Impact Partnership Wealth
Georgia
– -$72.1K -1,094 Closed
First Manhattan
718
First Manhattan
New York
– -$61.3K -930 Closed
NFSG
719
Newbridge Financial Services Group
Florida
– -$31.4K -477 Closed
FGAM
720
Financial Gravity Asset Management
Texas
– -$24.9K -388 Closed
FSWA
721
Financial Synergies Wealth Advisors
Texas
– -$15.4K -234 Closed
NP
722
NorthRock Partners
Minnesota
– -$13.2K -200 Closed
NIC
723
Northwest Investment Counselors
Oregon
– -$10.7K -162 Closed
JWM
724
Janiczek Wealth Management
Colorado
– -$3.1K -47 Closed
25 26 27 28
29